Filing Flows › Industries › Consumer Discretionary › Retail-Catalog & Mail-Order Houses
Retail-Catalog & Mail-Order Houses SIC 5961
23 companies filing with the SEC under SIC 5961. Median revenue growth +15% year on year in Q3 2026 (middle half +8% to +21%, 14 companies). The growth model expects the industry's combined revenue to grow +18% in Q3 2026. 146 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- UPS → AMZN 11% of the supplier's revenue, $9.4B
- PTRN → AMZN 93% of the supplier's revenue, $2.3B
- NWL → AMZN 17% of the supplier's revenue, $1.2B
- LOGI → AMZN 18% of the supplier's revenue, $871M
- MAT → AMZN
- HAS → AMZN 11% of the supplier's revenue, $517M
- FN → AMZN 10% of the supplier's revenue, $487M
- LION → AMZN 18% of the supplier's revenue, $474M
- CRSR → AMZN 31% of the supplier's revenue, $455M
- STRZ → AMZN 30% of the supplier's revenue, $407M
- HELE → AMZN 20% of the supplier's revenue, $357M
- SMPL → AMZN 20% of the supplier's revenue, $271M
- PAYO → AMZN 21% of the supplier's revenue, $221M
- ELF → AMZN 11% of the supplier's revenue, $180M
- PBH → AMZN 15% of the supplier's revenue, $163M
- HNST → AMZN 39% of the supplier's revenue, $145M
- HBB → AMZN 19% of the supplier's revenue, $115M
- HNST → TGT 28% of the supplier's revenue, $104M
- LCUT → AMZN 12% of the supplier's revenue, $77.8M
- JAKK → AMZN 10% of the supplier's revenue, $57.1M
- BZFD → AMZN 28% of the supplier's revenue, $51.9M
- LIF → AMZN 10% of the supplier's revenue, $48.9M
- Ares Industrial Real Estate Income Trust Inc. → AMZN 8% of the supplier's revenue, $45.0M
- HNST → WMT 8% of the supplier's revenue, $29.7M
- KPLT → W 10% of the supplier's revenue, $29.2M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +17.9% | $247.6B | $227.6B – $267.6B |
| Q4 2026 | +18.2% | $288.4B | $259.6B – $317.1B |
| Q1 2027 | +18.3% | $248.9B | $221.9B – $275.9B |
| Q2 2027 | +18.3% | $274.4B | $243.5B – $305.4B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| AMZN Amazon.com | $201.9B | +12% | deceleration |
| CPNG Coupang | $10.0B | +7% | mature |
| CDW CDW | $6.8B | +18% | transition |
| W Wayfair | $3.4B | +10% | mature |
| CHWY Chewy | $3.3B | — | mature |
| NSIT Insight Enterprises | $2.4B | +22% | expansion |
| Old QVC Group | $2.0B | — | contraction |
| QVCG QVC Group | $1.8B | — | contraction |
| PTRN Pattern Group | $886M | +38% | deceleration |
| NXH Neighborhood Intelligence | $509M | +98% | expansion |
| GCT GigaCloud Technology | $424M | +27% | transition |
| RVLV Revolve Group | $356M | +20% | transition |
| SFIX Stitch Fix | $324M | — | mature |
| AKA A.K.A. Brands Holding | $161M | +10% | mature |
| TDUP ThredUp | $88.2M | +7% | deceleration |
| HNST Honest Company | $84.6M | -9% | mature |
| LVLU Lulu's Fashion Lounge Holdings | $67.8M | — | contraction |
| GROV Grove Collaborative Holdings | $36.6M | — | contraction |
| HOUR Hour Loop | $33.9M | — | expansion |
| DIBS 1stdibs.com | $23.1M | +5% | mature |
| GIFT Giftify | $22.3M | +19% | reacceleration |
| AMZE Amaze Holdings | $620K | — | contraction |
| CAHO Caro Holdings | $1K | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.